The Art of Boring™ was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

  • (Not) boring finds for March 2019

    Our finds this month include insights into the future of e-commerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.

    March 27, 2019

  • Every BEEP matters

    We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct. 

    March 20, 2019

  • (Not) boring finds for February 2019

    Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by your window.

    March 1, 2019

  • Why culture is important to risk management

    One of the most important elements of our risk management framework is our decision-making environment. We spend a lot of time focusing on our team culture because it’s the foundation on which better investment decisions are made.

    February 27, 2019

  • (Not) boring finds for January 2019

    This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.

    January 30, 2019

  • Management matters

    One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value. 

    January 2, 2019

  • (Not) boring finds for 2018

    With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.

    December 26, 2018

  • Coffee cup risk

    It is much more valuable to have a probabilistic risk evaluation process.

    December 12, 2018

  • (Not) boring finds for November 2018

    This week we learned about e-krona, a digital currency in Sweden; the lasting impacts of Black Monday on Wall Street; how McRib availability can affect S&P 500 returns (hint: it can’t) and appreciated a few wise reminders on what to do when “things get wild” in the markets.

    November 28, 2018